IFR - Outlook for Global Emerging Market Debt in 2012

Tweets and highlights of a one-day conference in London

Good morning from Canary Wharf in London... We will be starting in a few minutes as guests are arriving at the Thomson Reuters headquarters. The first session will look at the outlook for key emerging markets, with the keynote from Jerome Booth, head of research at Ashmore Investment Management.

by CapitalCityIFR9/27/2011 7:52:35 AM

More than 200 top executives, strategists and researchers in EM DCM are scheduled to attend. The agenda covers sovereign (10:15), domestic (10:45) and corporate issuance (11:45), and syndicated loans (12:15) with a deeper focus on geographic regions in the afternoon.

by CapitalCityIFR9/27/2011 8:05:28 AM

Jerome Booth: "All countries are risky. Emerging markets are ones where we have priced that in...Developed countries don't even perceive their own risk."

by CapitalCityIFR9/27/2011 8:23:21 AM

Booth: Greece has no chance to get its fiscal programme where it needs to be.

by CapitalCityIFR9/27/2011 8:31:59 AM

Booth: There is a process of catharsis going on in Europe. That's a good thing. For fiscal discipline we need to have stigma, we need the haircuts.#IFR-EM

Dmitry Dudkin, head of fixed income research, URALSIB Capital (L), and George Niedringhaus, global head of syndicate, VTB Capital.

by CapitalCityIFR9/27/2011 10:10:26 AM

In a break now. Morning talk so-far has focused on how quickly peripheral Europe/US/developed world crisis will transmit to EM. No consensus emerging. There will be varied impact, but money still can be made on the ground with local knowledge in EM countries.

by CapitalCityIFR9/27/2011 10:20:55 AM

Next up at the Glasto equivalent for Emerging Market debt investors #IFR-EM 2011: Corporate bond issuance for 2012

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